Building Toward the Future

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A New Day for Gift Planning

Major and Blended Gifts

  • Introverts Unite: Unleashing Your Hidden Talents in Major Gift Fundraising

Speaker: Vinney Arora, Ann-Marie Meacham, Matthew Taylor-Siegel

January 26, 2022 @ 9:00 AM PDT

Standing out from the crowd is an important component of fundraising success. But standing out does not necessarily mean shouting out. Introverts have their strengths, many of which are highly appealing to donors and funders. Success comes when you are able to be authentic and demonstrate your natural talents. Part tactical training, part pep talk, and part support group therapy, this workshop will offer peer support and a discussion on the strengths that introverts bring to a major gifts team as well as tools, tactics, and gems to be successful as you step outside of your comfort zone.

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  • What do Successful Netflix Shows and Major Gifts Have in Common?

Speaker: Colleen Dealy, Mitch Linker

February 23, 2022 @ 11:00 AM PDT

What do successful Netflix shows and Major Gifts have in common? Both are centered on stories, relationships, and plot twists. Like talented writers who weave characters through episodes and seasons, gift officers can manage their donor relationships in much the same way. Essential in both cases is engagement! Here, real-life has the advantage because the gift officer can invite donors into the show where the donor can profoundly move the story forward. Additionally, just as there is in every good sitcom or drama, Major Gifts work is filled with surprises, both good and bad. Consider what went right when a gift appears, seemingly out of nowhere. Prepare for that plot twist when suddenly you're no longer in the driver's seat. Just around a dark corner might be a great, new cast of characters, so toss out a wide net. Attendees at this session will learn ways to make their donors superstars and to expect the unexpected. It's how your show gets picked up for another season.

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  • Major Gifts + Planned Gifts = Winning Equation for Blended Gifts

Speaker: Hope Hnat, Gail Orser

April 20, 2022 @ 9:00 AM PDT

Too often development staff do not look at the whole picture of a donor's potential giving. Often major gift officers and planned giving officers compete instead of collaborating when working with donors. If you are a small organization with one development staff, or a large organization with many fundraisers - are you giving your donors the opportunity to think bigger and look at all their resources? Fundraising is all about the relationships. It's about showing the donor the possibilities. This session will help:

  • EMPOWER you to secure blended gifts as you work to strengthen the future of your nonprofit.
  • EQUIP you to use blended asks to have deeper donor conversations, ask more strategic questions, and close larger gifts.
  • ENABLE you to better maneuver organizational challenges as you make blended gifts part of your ongoing practices with donors.

You'll get answers and resources to the following questions:

  • How can blended gifts help you engage more donors?
  • How to determine when your fundraising program is ready to secure more blended gifts?
  • How to increase collaboration among major gift and planned giving staff?
  • How to develop a donor plan leading to a blended gift?
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